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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
2001
Hazlett, Burt & Watson
West Virginia
$148K +$396 +1 +0.3%
APFP
2002
Action Point Financial Planning
Michigan
$142K +$143K +361 New
BGA
2003
Battery Global Advisors
Massachusetts
$142K – – –
DSC
2004
Duncker Streett & Co
Missouri
$141K – – –
JWM
2005
JPL Wealth Management
Colorado
$140K +$6.33K +16 +5%
HIA
2006
Harbor Investment Advisory
Maryland
$139K – – –
FMII
2007
Farmers & Merchants Investments Inc
Nebraska
$138K -$16.2K -41 -11%
EP
2008
Essential Partners
California
$138K +$12.7K +32 +10%
GSWM
2009
Golden State Wealth Management
California
$138K +$16.6K +42 +14%
AEPWM
2010
Atlantic Edge Private Wealth Management
Florida
$137K – – –
BWS
2011
Buck Wealth Strategies
Colorado
$136K +$136K +343 New
TWD
2012
True Wealth Design
Ohio
$136K +$3.96K +10 +3%
RP
2013
Rowlandmiller & Partners
Georgia
$135K +$396 +1 +0.3%
RFG
2014
REAP Financial Group
Texas
$134K +$19.8K +50 +17%
NFSG
2015
Newbridge Financial Services Group
Florida
$134K +$396 +1 +0.3%
AFG
2016
Albion Financial Group
Utah
$131K +$96.6K +244 +280%
MO
2017
McMillan Office
Michigan
$129K – – –
CPG
2018
Cornerstone Planning Group
New Jersey
$127K -$9.1K -23 -7%
NSIM
2019
North Star Investment Management
Illinois
$127K -$791K -1,999 -86%
WA
2020
Westfuller Advisors
New York
$127K +$67.3K +170 +114%
WTA
2021
Washington Trust Advisors
Massachusetts
$126K +$9.89K +25 +9%
PWA
2022
Physician Wealth Advisors
Utah
$124K +$5.14K +13 +4%
TFGT
2023
TS Financial Group (TSFG)
Illinois
$122K +$14.2K +36 +13%
PB
2024
Pinnacle Bancorp
Nebraska
$121K +$15K +38 +14%
FCT
2025
First Community Trust
Iowa
$119K – – –
79 80
81
82 83